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Shepherd Money: AI Assistant

Shepherd Money: AI Assistant

Freemium Finance & Trading ✓ Verified

Shepherd Money is a comprehensive personal finance app powered by AI. Our AI takes care of the mundane tasks of money management while also handling t

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About this Tool

Shepherd Money: AI Assistant

Shepherd Money is a comprehensive personal finance app powered by AI. Our AI takes care of the mundane tasks of money management while also handling t

Shepherd Money is a comprehensive personal finance app powered by AI. Our AI takes care of the mundane tasks of money management while also handling the responsibility of financial education. By helping you plan, budget, and invest wisely, Shepherd Money empowers you to make informed decisions and take control of your financial future.

Pros & Cons

✓ Pros

  • ✓Free plan or freemium pricing
  • ✓Purpose-built for investing & portfolio

✗ Cons

  • ✗No native Android app
  • ✗Some advanced features may require higher-tier plans

Key Features

🔧

Bug Fixes and Improvements

📋 Scripts & Prompts for Shepherd Money: AI Assistant +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Shepherd Money: AI Assistant +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
QuickBooks Online MCP Server
Medium 📱 macos, linux, windows
MCP for QuickBooks Online accounting workflows.
GitHub
🔌
sonirico/mcp-stockfish
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
🔓 Sign Up Free to Install
🔌
Xero MCP Server
Medium 📱 macos, linux, windows
MCP for Xero small-business accounting.
🔓 Sign Up Free to Install
🔌
AbdelStark/bitcoin-mcp
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
₿ A Model Context Protocol (MCP) server that enables AI models to interact with Bitcoin, allowing them to generate keys, validate addresses, decode transactions, query the blockchain, and more.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Shepherd Money: AI Assistant +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
Claude Code SEC Filing Watcher
⏰ Scheduled
Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.
https://github.com/anthropics/claude-cookbook
⬇ Import Agent Docs
⚡ ZAPIER
Zapier Stock Alert Multi-Step
⚡ Event
Zapier Zap that triggers on unusual volume from a market data webhook, calls an LLM to summarize related news, and posts the alert to a Slack channel.
https://zapier.com/apps
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Code Financial Analyst Skill
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 CREWAI
FenixAI_tradingBot
👆 Manual
Fenix Ai Trading Bot with LangGraph and ollama and multipe providers
https://github.com/Ganador1/FenixAI_tradingBot
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Use Cases

✅

iphone view in mac app store * [2 ratings 5

Who Is This For?

👤

Developers

Tags

Finance & Trading Freemium Desktop iOS

Frequently Asked Questions

Shepherd Money: AI Assistant is available as freemium. Visit the tool's website for the latest pricing details and plan options.

Shepherd Money: AI Assistant offers a free plan. Check the website for feature limitations and upgrade options.

Shepherd Money: AI Assistant is available on Desktop, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Shepherd Money: AI Assistant website for current trial availability and duration.

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